401(k) · DOL Form 5500 · 2023
Sanford Heisler Sharp, LLP 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 82
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $89,271
- Avg per participant Below avg balance/head
Official DOL plan name: Sanford Heisler Sharp, LLP 401(k) Profit Sharing Plan · Sponsored by Sanford Heisler Sharp, LLP · New York · Professional & Technical Services
$7M in assets, 82 participants
Sanford Heisler Sharp, LLP's Sanford Heisler Sharp, LLP 401(k) Profit Sharing Plan reported $7M in total assets and 82 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #10,220 in Professional & Technical Services (20,321 peers)
Sanford Heisler Sharp, LLP multi-year trail
Sanford Heisler Sharp, LLP's plans moved +24.0% in assets from 2022 to 2023; this filing shows Sanford Heisler Sharp, LLP 401(k) Profit Sharing Plan at $7M / 82 participants.
- #10,220
- in Professional & Technical Services (20,321 peers)
- +24.0%
- assets growth YoY
Sanford Heisler Sharp, LLP 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Sanford Heisler Sharp, LLP 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,320,235 Top 48% higher than 52% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Sanford Heisler Sharp, LLP 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sanford Heisler Sharp, LLP 401(k) Profit Sharing Plan is a small filing (82 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sanford Heisler Sharp, LLP 401(k) Profit Sharing Plan reported net income rose from -$855K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Sanford Heisler Sharp, LLP 401(k) Profit Sharing Plan reported participants rose from 66 in the plan year 2022 filing to 82 in the plan year 2023 filing.
- Sanford Heisler Sharp, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 200554201 · Sanford Heisler Sharp, LLP PY 2023 · 401(k)
Sanford Heisler Sharp, LLP 401(k) Profit Sharing Plan · $7M · 82 · 52nd
- 5500 $7M
- ASSETS 82
- PCT 52nd
- EIN 401(k)
- RANK near Sky River Casino 401(k) Plan
- PHOTO ind #10220
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in New York →
Sanford Heisler Sharp, LLP 401(k) Profit Sharing Plan in the asset neighbourhood
Sanford Heisler Sharp, LLP multi-year asset trail
Sponsor-wide plan assets over time
All Sanford Heisler Sharp, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 24.031416894841% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 66 | $6M |
| 2023 | 1 | 82 | $7M |
Sanford Heisler Sharp, LLP filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 200554201 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Sanford Heisler Sharp, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Sky River Casino 401(k) Plan in CA ($7M); by covered participants it is Healthy Back Brand Holdings 401(k) Plan in MD (82 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Sky River Casino 401(k) Plan (CA) $7M · 1,330
- Bay Shore Systems 401(k) Plan (ID) $7M · 103
- Dynagrid Construction Group LLC 401(k) Profit Sharing Plan and Trust (TX) $7M · 294
- Boat House 401(k) Plan and Trust (FL) $7M · 143
Similar participant headcount
Nearest other-state filings by covered participants (82 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.